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Gary Goldberg Planning Services’s Maximus MMS Stock Holding History

Gary Goldberg Planning Services’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5
Closed – – 440
2014
Q1 		$0 Buy
+5
New +$226 ﹤0.01% 424

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BFA
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RP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's MMS Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Maximus (MMS) in Q2 2014, closing a stake of 5 shares.

Gary Goldberg Planning Services first reported a position in MMS in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 222 funds tracked by Wall St. Rank hold MMS as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Maximus position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 5 Maximus shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Maximus in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Maximus position peaked at $0 in Q1 2014.
  • 222 funds tracked by Wall St. Rank held Maximus as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.